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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,545 | $45,126+9.8% | $85,187-41.8% | $74,459-33.5% |
| Participation rate | 39.0% | 49.4%-10.4pp | 67.5%-28.5pp | 67.2%-28.2pp |
| Annual return | 11.77% | 26.30%-14.5pp | 66.67%-54.9pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,955 | $2,738+44.4% | $4,525-12.6% | $4,350-9.1% |
| Admin fee / account holder | $5,478 | $2,212+147.7% | $6,162-11.1% | $1,945+181.7% |